HeyAdvisor

May brings a natural energy to client conversations. This month we've added five new pieces to the HeyAdvisor library spanning investing, insurance, and estate planning, so wherever your clients are right now, you've got something worth sharing. 🌱

💥 "Passive vs. Active Investing" Video
💥 "Choosing an Executor" Infographic
💥 "Joint Last-to-Die Insurance" Quick Insight
💥 "Portfolio Rebalancing" Quick Insight
💥 "Key Benefits of Child Life Insurance" Quick Insight

Check out our new content ➡️ https://zurl.co/qBNDM

How do you turn social media into a real educational resource for clients?

We’re excited to share a new impact case study featuring Assante Vancouver Centre, and how their team strengthened their social media presence using HeyAdvisor.

By incorporating ready-to-use videos, infographics, and Quick Insights, they were able to post more consistently, simplify complex topics, and create content that actually fits each platform, especially Instagram.

The result? More engaging content, stronger client education, and less time spent creating everything from scratch.

Check out the case study ➡️ https://zurl.co/s8nVM

This month's content is packed, polished, and ready to go. Log in to see your 5 fresh new pieces.

💥 "Understanding RRSP Beneficiaries in Estate Planning" Video
💥 ”Early Financial Decisions That Shape Your Future” Infographic
💥 “Use FHSA and HBP Together to Buy Your First Home" Quick Insight
💥 “Do You Really Need Life Insurance?" Quick Insight
💥 “Maximizing Your Wealth With a Family Trust" Quick Insight

Check out our new content ➡️https://zurl.co/XXr70

March is a natural time for momentum. As the year moves forward, clients are thinking about next steps and staying on track with their goals.

This month’s content release gives you practical, ready-to-share pieces to keep conversations proactive and focused, whether you’re connecting in meetings, by email, or on social media.

💥 "Joint Last-To-Die Insurance Explained" Video
💥 ”Portfolio Rebalancing” Infographic
💥 “How Group Benefits Enhance Your Business" Quick Insight
💥 “What Is Term Life Insurance Conversion?" Quick Insight
💥 “With a Solid Financial Plan, You'll Be Able To" Quick Insight

Check out our new content ➡️ https://zurl.co/67HFm

While the temperatures may still be low, your client communication doesn’t have to be. We’ve added five new pieces to the library to help you nurture relationships, stay meaningfully engaged with clients, and show up consistently on social media.

A special thank you to Phillip Setter from Policy Stream for lending his expertise to help us create the “Do You Really Need Life Insurance?” video.

💥 "Do You Really Need Life Insurance?" Video
💥 ”Use the FHSA and HBP Together to Buy Your First Home” Infographic
💥 “How an RRSP Works" Quick Insight
💥 “The Cost of Investor Emotions" Quick Insight
💥 “Corporate-Owned vs. Personal Life Insurance" Quick Insight

Check out the released content ➡️ https://zurl.co/P12su

Content Release: February While the temperatures may still be low, your client communication doesn’t have to be. We’ve added five new pieces to the library to help you nurture relationships, stay meaningfully engaged with clients, and show up consistently on social media. A special thank you to Phillip Setter from Policy...

Staying visible with clients and prospects is about sharing the right content at the right time. In our latest blog, we share a simple 30-minute weekly strategy to stay consistent without adding more work.

Read the blog ➡️https://zurl.co/2740X

January is all about setting direction for the year ahead. We’ve added five new, ready-to-use pieces to help you reconnect with clients and get back into a consistent social media rhythm. New this month:

💥 "How Group Benefits Enhance Your Business" Video
💥 ”A Quick Guide to RRSPs” Infographic
💥 “What a Prenup Really Does" Quick Insight
💥 “Juvenile Critical Illness Insurance" Quick Insight
💥 “Segregated Funds at a Glance" Quick Insight

Check out our new content ➡️ https://zurl.co/fNdhy

Your clients don’t need every detail; they need clarity. A well-placed visual can turn “I think I get it” into “Now I understand.” Start using visuals to simplify, engage, and move clients to action.

Read our latest blog to learn more ➡️ https://zurl.co/OhByC

2025 was our biggest year yet for content creation. We doubled the size of our library and reached an exciting milestone of 300 content pieces.

Check out a list of all the content we created this year ➡️https://zurl.co/nNNLn